See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,176 | $175,202+101.0% | $149,673+135.3% | $139,434+152.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.18% | 166.71%-141.5pp | 134.42%-109.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,598 | $5,474-70.8% | $4,818-66.8% | $4,751-66.4% |
| Participant deferral / active EE | $6,931 | $6,519+6.3% | $5,680+22.0% | $6,710+3.3% |
| Admin fee / account holder | $11,142 | $16,150-31.0% | $13,210-15.7% | $11,403-2.3% |